Added to YB: 2026-05-11
Pitch date: 2026-05-07
UBER [neutral]
Uber Technologies, Inc.
-2.08%
current return
Author Info
No bio for this author
Company Info
Uber Technologies, Inc. develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$153.6B
Pitch Price
$77.05
Price Target
130.00 (+72%)
Dividend
N/A
EV/EBITDA
21.37
P/E
18.65
EV/Sales
2.93
Sector
Ground Transportation
Category
growth
Uber Q1 2026: The Missing Half
UBER (earnings): Q1 rev $13.2B missed est but stock +10% on framework shift to bookings (+21% CC), non-GAAP EPS +44%. Uber One at 50M members drives 50% of bookings, proving recurring demand moat via bundle lock-in. Insurance savings (hundreds of millions in '26) cycling into lower prices fueling CA trip acceleration. Delivery margins expanding to 4% target on routed demand. AV partnerships at 30+, trips up 10x YoY, but take rate still undisclosed—key metric needed to validate coordination layer thesis. $120-130 PT on membership infrastructure re-rating.
Read full article (11 min)